Commvault Systems Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 1/6
Commvault Systems verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 42%, während die Gewinne der Branche Software jährlich um gewachsen und zwar um 22.5%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 9.7%. Die Eigenkapitalrendite von Commvault Systems beträgt 942.8% und die Nettomargen betragen 6%.
Wichtige Informationen
41.99%
Wachstumsrate der Gewinne
42.26%
EPS-Wachstumsrate
| Software Wachstum der Industrie | 17.33% |
| Wachstumsrate der Einnahmen | 9.66% |
| Eigenkapitalrendite | 942.85% |
| Netto-Marge | 5.97% |
| Letzte Ertragsaktualisierung | 31 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrativ-Update • Apr 21
CVLT: Potential Sale And CFO Hire Will Reset Market Confidence
Analysts have trimmed the blended fair value estimate for Commvault Systems by about $2 to $136.46. This reflects a cluster of recent price target cuts and new neutral ratings that balance earlier bullish initiation against ongoing questions around AI risk, execution on potential asset sales, and leadership hiring.Seeking Alpha • Apr 14
Commvault Systems: Circling The Wagons On Takeover Interest (Rating Upgrade)
Summary Commvault Systems (CVLT) is a strong buy, with management urged to reject any buyout below $130/share given sector M&A multiples and growth prospects. Despite a 60% share price drop and ARR headwinds, CVLT's cyber resiliency positioning, 22% ARR growth, and over $1B run-rate sales support long-term upside. Private equity interest, notably from Thoma Bravo, highlights undervaluation; current multiples (3.3x TTM sales) are well below recent sector deals. Risks include sector-wide multiple compression and ARR/customer churn, but CVLT's SaaS model and AI-driven demand remain compelling for patient investors. Read the full article on Seeking AlphaNarrativ-Update • Apr 06
CVLT: CFO Hire And AI Security Alliances Will Rebuild Market Confidence
Analysts have trimmed the updated fair value estimate for Commvault Systems by about $1 to $138.38. This reflects slightly adjusted assumptions on discount rate, revenue growth, profit margins and P/E multiples following a series of recent price target reductions and mixed research commentary.Narrativ-Update • Mar 23
CVLT: AI Disintermediation Reset And CFO Hire Could Unlock Future Upside
Analysts have trimmed the blended price target for Commvault Systems by under $1 to $139.50. This reflects broader cuts across the Street as they factor in modestly higher discount rates, muted initial FY27 guidance, and ongoing execution and competitive questions.Narrativ-Update • Mar 08
CVLT: AI Disintermediation Risk Reset Will Support Future Upside Potential
Commvault Systems' analyst price targets have been reset lower by several firms, often by $20 to $67 at a time. Analysts are factoring in AI-related disintermediation risk, questions around a potential Life Sciences and Healthcare segment sale, and softer peer multiples and security budget expectations.Narrativ-Update • Feb 22
CVLT: Reset Sector Multiples Will Support Future Upside From Current Levels
Analysts have reduced their average price target on Commvault Systems by $67 to $140.33, citing modestly lower peer multiples, more cautious security spending, and increasing competitive concerns. Analyst Commentary Recent Street research on Commvault Systems reflects a broad reset in expectations, with multiple firms cutting their price targets by amounts ranging from $10 to $67 and an average target now sitting at $140.33.Narrativ-Update • Feb 08
CVLT: Reset Multiples And Higher Margins Will Create Future Upside Potential
Analysts have reset their price expectations for Commvault Systems, trimming the fair value estimate from about $175 to roughly $140 as they incorporate lower Street price targets, slightly higher discount rates, modestly softer revenue growth assumptions and a reduced future P/E, partly balanced by higher projected profit margins. Analyst Commentary Street research over the recent period has been dominated by a series of lower price targets for Commvault Systems, with multiple firms adjusting their views on valuation in light of changing sector multiples, security spending expectations and competitive considerations.Analyseartikel • Feb 01
Commvault Systems, Inc. (NASDAQ:CVLT) Stocks Pounded By 31% But Not Lagging Market On Growth Or Pricing
Unfortunately for some shareholders, the Commvault Systems, Inc. ( NASDAQ:CVLT ) share price has dived 31% in the last...
Neues Narrativ • Jan 29
AI Resilience And Cloud Sovereignty Tailwinds Will Drive Long Term Upside Potential
Catalysts About Commvault Systems Commvault Systems provides data protection, cyber resilience and recovery software and SaaS for enterprises across hybrid and multi cloud environments. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Jan 24
CVLT: Shorter Contracts And Margin Pressure Will Create Future Upside Potential
Analysts have trimmed their fair value estimate for Commvault Systems to about $175 per share from roughly $187, reflecting a series of reduced price targets that cite slightly lower peer multiples, increased caution around security budgets, competitive concerns, and a less favorable margin outlook tied to shorter term contracts. Analyst Commentary Street research on Commvault Systems has centered on recalibrating price targets, with analysts weighing solid fundamental pillars against pockets of execution and competitive risk.Narrativ-Update • Jan 09
CVLT: Shorter Contracts And Margin Pressure Will Set Up Attractive Upside Potential
Analysts have trimmed their price targets on Commvault Systems, with one firm cutting its view to US$167 from US$217. This contributes to a slightly lower fair value estimate of about US$187, reflecting concerns about shorter contract durations and a softer margin outlook after the recent Q2 earnings miss.Analyseartikel • Jan 05
Commvault Systems (NASDAQ:CVLT) Seems To Use Debt Rather Sparingly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narrativ-Update • Dec 20
CVLT: Shorter Contracts Will Pressure Margins Yet Support Attractive Upside Potential
Analysts have modestly reduced their price target for Commvault Systems, trimming fair value by about $0.34 per share to approximately $193.36. They are factoring in slightly lower discount rates, a leaner future P E multiple, and near term margin pressure stemming from shorter contract durations, despite an overall positive quarter.Narrativ-Update • Dec 06
CVLT: Shorter Contracts Will Shape Margins Yet Support Attractive Upside Potential
Analysts have trimmed their price target on Commvault Systems by $50 to $167, reflecting concerns that shorter term contract durations and the resulting pressure on margins could weigh on the shares in the near term, despite an otherwise solid quarter. Analyst Commentary Street research following the latest quarterly results highlights a mixed but generally constructive view on Commvault Systems, with the reduced price target reflecting a recalibration of expectations rather than a fundamental shift in the long term thesis.Narrativ-Update • Nov 22
CVLT: Shorter Contracts Will Define Revenue Predictability And Near-Term Performance
Commvault Systems' analyst price target has been reduced by $1 to $193.70, as analysts cite concerns over shorter contract durations and a tempered margin outlook. This comes despite generally positive recent results.Narrativ-Update • Nov 08
CVLT: Future Revenue Predictability Will Depend On Contract Duration Trends
Analysts have reduced their price target for Commvault Systems from $217 to $167. They cite investor concerns around shorter contract durations and a lower margin outlook following the company's recent earnings report.Analyseartikel • Nov 06
Risks Still Elevated At These Prices As Commvault Systems, Inc. (NASDAQ:CVLT) Shares Dive 28%
Commvault Systems, Inc. ( NASDAQ:CVLT ) shareholders that were waiting for something to happen have been dealt a blow...Narrativ-Update • Oct 24
Expanding Margins And Cloud Momentum Will Drive Future Outperformance
Analysts have increased their price target for Commvault Systems by approximately $6.47 to $214.56 per share. They cite stronger revenue growth, expanding profit margins, and continued confidence in the company's robust market momentum and execution.Analyseartikel • Jul 28
Commvault Systems' (NASDAQ:CVLT) Returns On Capital Are Heading Higher
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analyseartikel • Jun 23
What Commvault Systems, Inc.'s (NASDAQ:CVLT) P/S Is Not Telling You
With a price-to-sales (or "P/S") ratio of 7.6x Commvault Systems, Inc. ( NASDAQ:CVLT ) may be sending very bearish...Analyseartikel • May 02
Results: Commvault Systems, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Commvault Systems, Inc. ( NASDAQ:CVLT ) last week reported its latest annual results, which makes it a good time for...Analyseartikel • Apr 24
Estimating The Intrinsic Value Of Commvault Systems, Inc. (NASDAQ:CVLT)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Commvault Systems fair value estimate is US$147 Commvault...Seeking Alpha • Apr 21
Hold On Commvault Systems As Its Rich Valuation Offsets Secular Tailwinds
Summary CVLT basically delivers enterprise data protection across hybrid and multi‑cloud environments. For example, its Metallic BaaS suite and “Commvault Cloud” unify backup, cyber‑resilience, and AI‑driven recovery. Its latest quarter showed again promising revenue growth, with an ongoing revenue mix shift toward subscriptions. They’ve also managed to increase their market share slightly since 2019, which I think shows they’ve got a solid value add in this sector. Unfortunately, I believe CVLT’s strong subscription and revenue growth is offset by its expensive valuation. Read the full article on Seeking AlphaAnalyseartikel • Apr 02
Investors Will Want Commvault Systems' (NASDAQ:CVLT) Growth In ROCE To Persist
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Analyseartikel • Mar 12
There's Reason For Concern Over Commvault Systems, Inc.'s (NASDAQ:CVLT) Price
Commvault Systems, Inc.'s ( NASDAQ:CVLT ) price-to-sales (or "P/S") ratio of 7.1x might make it look like a strong sell...Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Commvault Systems Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 1,184 | 71 | 681 | 162 |
| 31 Dec 25 | 1,147 | 87 | 662 | 161 |
| 30 Sep 25 | 1,096 | 80 | 634 | 159 |
| 30 Jun 25 | 1,053 | 81 | 606 | 153 |
| 31 Mar 25 | 996 | 76 | 572 | 146 |
| 31 Dec 24 | 944 | 171 | 538 | 142 |
| 30 Sep 24 | 898 | 177 | 508 | 137 |
| 30 Jun 24 | 866 | 175 | 485 | 134 |
| 31 Mar 24 | 839 | 169 | 469 | 132 |
| 31 Dec 23 | 819 | -1 | 460 | 129 |
| 30 Sep 23 | 798 | -18 | 450 | 127 |
| 30 Jun 23 | 785 | -27 | 444 | 133 |
| 31 Mar 23 | 785 | -36 | 445 | 142 |
| 31 Dec 22 | 787 | 16 | 453 | 150 |
| 30 Sep 22 | 794 | 26 | 458 | 157 |
| 30 Jun 22 | 784 | 23 | 462 | 158 |
| 31 Mar 22 | 770 | 34 | 453 | 154 |
| 31 Dec 21 | 755 | 32 | 439 | 149 |
| 30 Sep 21 | 741 | 24 | 431 | 145 |
| 30 Jun 21 | 734 | -19 | 424 | 138 |
| 31 Mar 21 | 723 | -31 | 424 | 133 |
| 31 Dec 20 | 697 | -28 | 418 | 131 |
| 30 Sep 20 | 685 | -31 | 419 | 125 |
| 30 Jun 20 | 682 | 3 | 421 | 118 |
| 31 Mar 20 | 671 | -6 | 428 | 110 |
| 31 Dec 19 | 688 | -17 | 443 | 100 |
| 30 Sep 19 | 695 | -3 | 450 | 92 |
| 30 Jun 19 | 697 | 5 | 459 | 92 |
| 31 Mar 19 | 711 | 4 | 471 | 93 |
| 31 Dec 18 | 714 | 4 | 478 | 91 |
| 30 Sep 18 | 711 | -68 | 489 | 93 |
| 30 Jun 18 | 710 | -70 | 499 | 93 |
| 31 Mar 18 | 699 | -62 | 501 | 91 |
| 31 Dec 17 | 681 | -60 | 496 | 92 |
| 30 Sep 17 | 668 | 1 | 489 | 90 |
| 30 Jun 17 | 659 | 2 | 480 | 87 |
| 31 Mar 17 | 645 | -1 | 473 | 80 |
| 31 Dec 16 | 638 | 5 | 456 | 79 |
| 30 Sep 16 | 626 | 8 | 448 | 76 |
| 30 Jun 16 | 608 | -1 | 439 | 72 |
| 31 Mar 16 | 594 | 2 | 428 | 69 |
| 31 Dec 15 | 586 | -2 | 428 | 68 |
| 30 Sep 15 | 584 | -4 | 423 | 66 |
| 30 Jun 15 | 594 | 12 | 419 | 66 |
Qualität der Erträge: CVLT hat einen großen einmalig Verlust von $32.9M verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 31st March, 2026 auswirkt.
Wachsende Gewinnspanne: CVLTDie aktuellen Gewinnspannen (6%) sind niedriger als im letzten Jahr (7.6%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: CVLT ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 42% pro Jahr gesteigert.
Beschleunigtes Wachstum: CVLTDas Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: CVLT hatte im vergangenen Jahr ein negatives Gewinnwachstum (-7.2%), was einen Vergleich mit dem Branchendurchschnitt Software (11.7%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: Die Eigenkapitalrendite von CVLT(942.85%) ist zwar hervorragend, doch ist diese Kennzahl aufgrund der hohen Verschuldung des Unternehmens verzerrt.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/28 23:06 |
| Aktienkurs zum Tagesende | 2026/05/28 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Commvault Systems, Inc. wird von 34 Analysten beobachtet. 17 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Shrenik Kothari | Baird |
| Joel Fishbein | BMO Capital Markets Equity Research |
| Joel Fishbein | BTIG |